Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | — |
| 1 month | -0.046 | 0 | — |
| 3 months | 0.004 | 0 | — |
| 1 year | 0.031 | 0 | — |
| 3 years | -0.002 | 0 | — |
| 5 years | 0.017 | 0 | — |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.025 | — |
| 2022 | -0.241 | — |
| 2021 | 0.026 | — |
| 2020 | -0.064 | — |
| 2019 | 0.321 | — |
| 2018 | -0.024 | — |
| 2017 | 0.162 | — |
| 2016 | 0.392 | — |
| 2015 | -0.064 | — |
| 2014 | 0.072 | — |
| 2013 | -0.113 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.067 | — | — | — |
| 2024 | 0.024 | 0.019 | 0.096 | -0.074 |
| 2023 | -0.022 | 0.050 | -0.012 | 0.010 |
| 2022 | -0.137 | -0.070 | -0.015 | -0.039 |
| 2021 | 0.014 | 0.096 | 0.008 | -0.083 |
| 2020 | -0.335 | 0.158 | 0.025 | 0.186 |
| 2019 | 0.136 | 0.048 | -0.013 | 0.125 |
| 2018 | -0.006 | -0.047 | 0.029 | 0.001 |
| 2017 | 0.088 | -0.054 | 0.090 | 0.035 |
| 2016 | 0.048 | 0.095 | 0.124 | 0.080 |
| 2015 | 0.154 | -0.010 | -0.210 | 0.036 |
| 2014 | -0.041 | 0.166 | 0.008 | -0.048 |
| 2013 | -0.031 | -0.134 | 0.026 | 0.031 |
| 2012 | -0.099 | 0.066 | 0.033 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | -0.019 |
| 5 years | 0.007 |
| 10 years | 0.019 |